Marketing Account Executive
Job Description
Job Summary
The Account Marketing Executive supports the Business Development team by leading the strategy and execution of growth-focused marketing initiatives, with a strong emphasis on recruiting and talent attraction. This role blends creative storytelling, data-driven decision-making, and cross-functional collaboration to elevate the firm’s brand and position in the industry. The Account Marketing Executive will develop and implement targeted campaigns, oversee event marketing efforts, and manage projects end-to-end to ensure high-quality delivery and measurable impact. Acting as both a strategic partner and hands-on contributor, this individual plays a critical role in driving engagement, generating leads, and strengthening relationships with internal stakeholders and external partners.Key Deliverables and Responsibilities
- Support the creative development, presentation, and implementation of the firm’s growth (recruiting) marketing initiatives and collateral and gifting strategies as identified by management
- Collaborate with management to formulate and execute growth (recruiting) marketing and communication projects and initiatives while contributing innovative ideas and strategies
- In partnership with the company’s Marketing and Communications Team, conceptualize and execute advertising/marketing campaigns and other collateral and communications, ensuring alignment with the brand’s tone and goals
- Share the firm’s position in the industry with target audiences by copywriting various marketing collateral and communications and convey Cambridge’s differentiators to external audiences
- Serve as a knowledge leader with the department guiding marketing and communication initiatives
- Encourage maximum attendee engagement by planning, preparing, and promoting recruiting events, including webinars and in-person Cambridge-hosted and industry events
- Troubleshoot and reconcile issues resulting in a positive experience to foster long-term relationships between Business Development and the collaborating internal teams and external partners, including industry publications and vendors
- Use data to support the effectiveness of department marketing efforts, drive future improvements, and increase leads while staying updated on trends in creative design, products, digital media
- Act as a project manager and coordinate with stakeholders to gather project requirements, ensuring timely completion, quality control, and, when necessary, budget adherence and proactively addressing issues and concerns
What We Are Looking For
The ideal candidate is a creative and strategic marketing professional with a passion for storytelling and a strong understanding of how to engage talent audiences. With four or more years of relevant experience, they bring a proven ability to manage complex projects, develop compelling campaigns, and translate business objectives into impactful marketing initiatives. They are highly collaborative, working effectively across teams while also demonstrating ownership and leadership within their function. This individual is data-driven and continually seeks insights to optimize performance and innovate on approach. Strong communication and copywriting skills are essential, along with the ability to balance creative thinking with executional excellence. Experience in financial services or a regulated environment is a plus. Above all, they are proactive, resourceful, and energized by contributing to a high-performing Business Development team.
Salary Range: $50,000-70,000. The salary range provided is a good faith estimate based on the ideal candidate’s qualifications, the company’s operational needs, and other factors permitted by law. Actual compensation may vary depending on experience, skills, education, performance, internal equity, and geographic location.
Certifications:
Financial Industry Regulatory Authority (FINRA) Series 7 required within 12 months of hire.
Why Cambridge? Our comprehensive benefits package is designed to support your health, well-being, and work-life balance. We offer paid time off, paid holidays and floating holidays, medical, dental, and vision coverage, short- and long-term disability, and company-paid life insurance. Associates also enjoy volunteer time off, wellness incentives, and additional benefits that support you both personally and professionally.
You can find more details about our comprehensive benefits package here.
Company Overview: At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have nearly 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values—integrity, commitment, flexibility, and kindness—we put financial advisors first in every decision we make.
Cambridge is an internally controlled, growth-focused independent broker-dealer with $254 billion in assets under advisement and $1.97 billion in annual revenues. We rank among the largest and fastest-growing firms in the industry, providing financial advisors with the flexibility, resources, and support to thrive. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service.
Our community of over 4,000 producing financial advisors includes diverse business models—RIA, corporate RIA, hybrid, fee-only, and brokerage—and offers a broad selection of investment solutions with no proprietary products. At Cambridge, we are committed to building a diverse, inclusive, and empowering workplace, where 60% of our associates and 18% of our financial advisors are women, and 17% of our advisors are under 40.
Join us to help financial advisors succeed, make an impact, and discover your Something Wonderful. For further information about Cambridge, please visit https://www.joincambridge.com/
Work Environments
This role offers a hybrid schedule, requiring three days weekly in the office. Applicants should be located near one of our hubs (Fairfield, IA or Phoenix, AZ) and must be willing to work this schedule. Cambridge is not considering remote candidates at this time.
Recruiting Agencies: This position is being managed directly by Cambridge’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Fees will not be paid for unsolicited submissions. Your respect for this process is appreciated.
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